Stephen Urbrock, Mba, Aams™, Cfp®

Stephen Urbrock, Mba, Aams™, Cfp® Email and Phone Number

Helping business owners and individuals gain financial confidence through smart financial decisions @ Mainspring Wealth Advisors, LLC.
Stephen Urbrock, Mba, Aams™, Cfp®'s Location
Atlanta, Georgia, United States, United States
Stephen Urbrock, Mba, Aams™, Cfp®'s Contact Details

Stephen Urbrock, Mba, Aams™, Cfp® personal email

Stephen Urbrock, Mba, Aams™, Cfp® phone numbers

About Stephen Urbrock, Mba, Aams™, Cfp®

I have a passion for coaching and empowering people that I’ve gained as a boot camp and karate instructor. > As Your Financial AdvisorMy priority is to get to know you and what matters most in your life. Working together, we will review your concerns, prioritize your goals, and create a strategy to help you achieve the outcomes you desire—from growing and preserving your wealth, to planning for retirement, providing for family, and growing your business. I will draw on comprehensive research, subject matter experts, and the investment platform at Raymond James, along with my 30 years of experience helping clients navigate our complex financial landscape to ensure that strategy is best-fit for your needs.> Connect with me if you are:• Wondering how you are tracking to meet your goals.• Considering or are near retirement and seeking a holistic retirement plan.• In transition work-wise and wanting to explore your financial options.• Dissatisfied with your current advisor and would like a second opinion.• A business owner or executive looking for professional advice and guidance.

Stephen Urbrock, Mba, Aams™, Cfp®'s Current Company Details
Mainspring Wealth Advisors, LLC.

Mainspring Wealth Advisors, Llc.

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Helping business owners and individuals gain financial confidence through smart financial decisions
Stephen Urbrock, Mba, Aams™, Cfp® Work Experience Details
  • Mainspring Wealth Advisors, Llc.
    Certified Financial Planner™
    Mainspring Wealth Advisors, Llc. May 2022 - Present
    Bellevue, Washington, Us
    Your Plan, Your Dream, Your Future.Your Wealth Management Team.In a precision timepiece, a mainspring is used to drive the entire mechanism. As the mainspring’s energy is steadily released, each part of the timepiece is kept in continuous, precise motion. In the same way, Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of our clients moving forward. You can be confident that the team at Mainspring is always at work – like the unseen mainspring of a fine timepiece – helping to ensure that each financial component of your life is kept in harmonious motion with the others.
  • Spring Street Financial
    Financial Advisor
    Spring Street Financial Apr 2018 - Apr 2022
    VISION:To be a trusted wealth advisory firm for clients seeking purposeful financial guidance.MISSION:Spring Street Financial provides independent financial advice and guidance for individuals and small businesses seeking a thoughtful approach and integrated solutions. Our clients value a long term relationship built on mutual trust and respect and entrust us to be good stewards of their life goals. We value that trust and guide them in accumulating and preserving their resources so that they may live their lives to their fullest potential.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC
  • Fis
    Senior Sales Director, Insurance At Fis
    Fis Jan 2015 - Apr 2018
    Jacksonville, Fl, Us
    Increasing regulation, innovative competitors, better-informed customers, and ongoing market and economic uncertainty demand effective strategies and efficient operations. FIS™’ extensive portfolio of insurance software solutions empowers clients to reduce insurance system complexity; control costs; better manage risk, capital and products; make better business decisions; and engage successfully with valued customers.I worked with clients to help them adapt to New Performance Expectations with Insurance Software spanning 4 areas: - Actuarial, Risk and Capital Management - Core Data and Workflow Management - Finance, Accounting and Payments - Investments
  • Moody'S Analytics
    Director, Enterprise Risk Solutions - Insurance
    Moody'S Analytics Jan 2011 - Jan 2015
    Edinburgh, Scotland, Gb
    The B&H Team, which merged into the Insurance Enterprise Risk Solutions Team at Moody's Analytics, is a global leader in understanding and modeling financial market risk. They provide software and advisory services to insurance and financial services groups around the world. I had business development and account management responsibilities to support Life and P&C insurance companies, defined benefits pensions plan managers, and wealth managers in the Americas with solutions for stress testing, risk measurements, capital assessment, and asset allocation strategy. .
  • Milliman
    Senior Client Executive
    Milliman Apr 2009 - Jan 2011
    Seattle, Wa, Us
  • Towers Watson
    Account Manager - Software Solutions
    Towers Watson Sep 2007 - Apr 2009
    London, England, Gb
  • Milliman, Inc.
    Senior Account Executive
    Milliman, Inc. May 2003 - Sep 2007
    Seattle, Wa, Us
  • Ibm
    Consultant - Business Consulting Services
    Ibm Oct 2002 - May 2003
    Armonk, New York, Ny, Us
  • Pricewaterhousecoopers
    Consultant
    Pricewaterhousecoopers 1996 - 2002
    Gb

Stephen Urbrock, Mba, Aams™, Cfp® Skills

Risk Management Salesforce.com Business Analysis Analytics National Account Management New Business Development Property And Casualty Insurance Financial Modeling Actuarial Science Economic Capital Insurance Account Management Financial Risk Financial Services Management Consulting Consulting Enterprise Risk Management Management Strategy Financial Planning General Insurance Investments Leadership

Stephen Urbrock, Mba, Aams™, Cfp® Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    General Business
  • Emory University
    Emory University
    International Studies

Frequently Asked Questions about Stephen Urbrock, Mba, Aams™, Cfp®

What company does Stephen Urbrock, Mba, Aams™, Cfp® work for?

Stephen Urbrock, Mba, Aams™, Cfp® works for Mainspring Wealth Advisors, Llc.

What is Stephen Urbrock, Mba, Aams™, Cfp®'s role at the current company?

Stephen Urbrock, Mba, Aams™, Cfp®'s current role is Helping business owners and individuals gain financial confidence through smart financial decisions.

What is Stephen Urbrock, Mba, Aams™, Cfp®'s email address?

Stephen Urbrock, Mba, Aams™, Cfp®'s email address is st****@****hoo.com

What is Stephen Urbrock, Mba, Aams™, Cfp®'s direct phone number?

Stephen Urbrock, Mba, Aams™, Cfp®'s direct phone number is (800) 237*****

What schools did Stephen Urbrock, Mba, Aams™, Cfp® attend?

Stephen Urbrock, Mba, Aams™, Cfp® attended Georgia State University - J. Mack Robinson College Of Business, Emory University.

What skills is Stephen Urbrock, Mba, Aams™, Cfp® known for?

Stephen Urbrock, Mba, Aams™, Cfp® has skills like Risk Management, Salesforce.com, Business Analysis, Analytics, National Account Management, New Business Development, Property And Casualty Insurance, Financial Modeling, Actuarial Science, Economic Capital, Insurance, Account Management.

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